Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47828.08 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46433.11 Kr¶
PnL: ---------------------------------------> -455.46 Kr¶
DD now: ---------------------------------> -1.649 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 10:06:13.878518'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.250000 | 2782.500000 | 146.500000 | 5.560000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.500000 | 3109.600000 | 138.600000 | 4.670000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | -1.610000 | 3050.000000 | 123.000000 | 4.200000 | 2927.000000 |
| SAAB B | 8 | 1.290000 | 3451.200000 | 74.200000 | 2.200000 | 3377.000000 |
| Boozt | 12 | 0.500000 | 1705.200000 | 51.200000 | 3.100000 | 1653.999996 |
| AcadeMedia | 12 | -1.090000 | 600.600000 | 43.600000 | 7.830000 | 557.000004 |
| Corem Property Group B | 59 | -0.380000 | 620.090000 | 43.090000 | 7.470000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.430000 | 392.600000 | 37.600000 | 10.590000 | 355.000000 |
| MedCap | 2 | 0.000000 | 456.000000 | 35.000000 | 8.310000 | 421.000000 |
| Resurs Holding | 22 | -0.070000 | 608.960000 | 34.960000 | 6.090000 | 573.999998 |
| HMS Networks | 2 | -2.250000 | 694.800000 | 21.800000 | 3.240000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.540000 | 3473.040000 | 19.040000 | 0.550000 | 3453.999992 |
| Swedbank A | 3 | -0.360000 | 579.000000 | 15.000000 | 2.660000 | 564.000000 |
| Securitas B | 6 | -0.710000 | 584.400000 | 14.400000 | 2.530000 | 570.000000 |
| OEM International B | 7 | 0.390000 | 541.100000 | 13.100000 | 2.480000 | 527.999997 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Intrum | 4 | -1.030000 | 539.800000 | 12.800000 | 2.430000 | 527.000000 |
| Coor Service Management Hold. | 8 | 0.000000 | 542.000000 | 10.000000 | 1.880000 | 532.000000 |
| Norva24 Group | 16 | -2.430000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Karnov Group | 9 | 0.000000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.100000 | 250.560000 | 4.560000 | 1.850000 | 246.000000 |
| Handelsbanken A | 5 | -0.140000 | 547.000000 | 1.000000 | 0.180000 | 546.000000 |
| Creaspac SPAC | 6 | 0.100000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Essity B | 2 | -0.110000 | 560.000000 | -14.000000 | -2.440000 | 574.000000 |
| Midsona B | 63 | -1.650000 | 564.480000 | -18.520000 | -3.180000 | 582.999984 |
| CTEK | 13 | -1.010000 | 512.200000 | -21.800000 | -4.080000 | 533.999999 |
| Essity A | 4 | -0.530000 | 1124.000000 | -25.000000 | -2.180000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.340000 | 550.500000 | -44.070000 | -7.410000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.180000 | 3801.000000 | -49.000000 | -1.270000 | 3850.000000 |
| Vivesto | 1368 | 0.500000 | 549.940000 | -63.060000 | -10.290000 | 612.999432 |
| Axfood | 13 | 0.980000 | 3617.900000 | -138.100000 | -3.680000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.760000 | 3640.000000 | -171.000000 | -4.490000 | 3810.999990 |
| OX2 | 18 | -1.240000 | 1430.100000 | -233.900000 | -14.060000 | 1663.999992 |
| Ovzon | 52 | -2.000000 | 2808.000000 | -554.000000 | -16.480000 | 3361.999992 |
| TOTAL | 46433.110000 | -455.460000 | -1.6488% | 46888.564618 |
Updated:¶
'2023-01-25 10:06:26.943687'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
